星球日报
星球日报|10月 17, 2026 10:35
[Global Total Addressable Memory Market May Exceed $2 Trillion by 2030, BofA Estimates Industry Valuation at $10 Trillion] Odaily Planet Daily News: Paradis posted on the X platform stating that BofA believes the recent pullback in memory stocks has little correlation with memory fundamentals, reflecting excessive market concerns about the boom-and-bust cycle of AI memory. BofA estimates that the global total addressable memory market size will grow from nearly $1 trillion in 2026 to over $2 trillion by 2030, with operating profits potentially reaching $1 trillion and the industry valuation possibly hitting $10 trillion, compared to the current valuation of just several trillion dollars.
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